Discipline Wealth Solutions LLC Portfolio
Invests via Discipline Wealth Solutions, LLC | Managed by Anthony Colancecco, James Bryan Keith Ballentine
Invests via Discipline Wealth Solutions, LLC
Managed by Anthony Colancecco, James Bryan Keith Ballentine
Automatically Tracked
Company Profile
Registered wealth management and advisory firm Discipline Wealth Solutions, LLC provides comprehensive financial planning, investment management and retirement consulting to high-net-worth individuals, families and small institutions. The firm emphasizes disciplined asset allocation, risk-managed portfolios and fee-based advisory models. Market relevance centers on personalized tax-aware strategies, fiduciary governance and retirement-solution services for regional wealth channels and RIAs seeking turnkey investment platforms.
Registered wealth management and advisory firm Discipline Wealth Solutions, LLC provides comprehensive financial planning, investment management and retirement consulting to high-net-worth individuals, families and small institutions. The firm emphasizes disciplined asset allocation, risk-managed portfolios and fee-based advisory models. Market relevance centers on personalized tax-aware strategies, fiduciary governance and retirement-solution services for regional wealth channels and RIAs seeking turnkey investment platforms.
Investment Philosophy & Strategy
Adopts a disciplined, fiduciary-first investment approach emphasizing diversified, risk-managed portfolios and tax-aware asset allocation for high-net-worth clients and small institutions. Capital deployment blends core diversified ETFs and active sleeves, customized income and retirement solutions, and fee-based advisory structures to align incentives. Portfolio construction prioritizes downside protection, glidepath planning for retirees, and scalable turnkey solutions for RIAs, with governance, periodic rebalancing, and documented risk controls guiding decisions.
Adopts a disciplined, fiduciary-first investment approach emphasizing diversified, risk-managed portfolios and tax-aware asset allocation for high-net-worth clients and small institutions. Capital deployment blends core diversified ETFs and active sleeves, customized income and retirement solutions, and fee-based advisory structures to align incentives. Portfolio construction prioritizes downside protection, glidepath planning for retirees, and scalable turnkey solutions for RIAs, with governance, periodic rebalancing, and documented risk controls guiding decisions.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
58.08%
Gain -0.23%
Monthly
1.37%
Yearly
17.82%
Drawdown
17.47%
$1.15B
Equity
Holdings
$1.15B
Investment
$1.05B
$117.39M
Profit -$1.58M
Realized
$14.6M
Unrealized
$102.79M
Dividends
$24.71M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$1.58M
Win %
67%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$8.93M
Win %
67%
This Month
Compared to last month
Gain
0.2%
Profit
$2.33M
Win %
67%
This Year
Compared to last year
Gain
0.2%
Profit
$2.32M
Win %
69%
RTX RTX Corporation
+2.35%
+$6,585 
CMCSA Comcast Corp
+2.3%
+$5,834 
NUE Nucor Corporation
+2.22%
+$9,970.4 
DTM Dt Midstream Inc.
+2.22%
+$4,704.48 
JPM JPMorgan Chase & Co.
+1.97%
+$34,960.2 
ALL Allstate Corporation
+1.77%
+$7,003.98 
DUK Duke Energy Corporation
+1.76%
+$4,146.56 
WFC Wells Fargo & Company
+1.73%
+$5,788.64 
JNJ Johnson & Johnson
+1.47%
+$4,032.48 
HD The Home Depot, Inc.
+1.46%
+$4,588.79 
DLS WisdomTree International SmallCap Dividend Fund
+1.43%
+$11,635.34 
PG Procter & Gamble Co
+1.42%
+$3,499.92 
MBWM Mercantile Bank Corporation
+1.39%
+$16,059.06 
EPD Enterprise Products Partners L.P.
+1.38%
+$3,786.72 
VTR Ventas Inc.
+1.33%
+$4,826.23 
LOW Lowe's Companies Inc.
+1.3%
+$7,249.65 
XLU Utilities Select Sector SPDR Fund
+1.27%
+$4,508.71 
DXIV Dimensional International Vector Equity ETF
+1.26%
+$16,106.1 
CVX Chevron Corporation
+1.25%
+$3,708.48 
ACN Accenture plc Class A
+1.24%
+$3,213.68 
EFO ProShares Ultra MSCI EAFE
+1.21%
+$55,340.49 
NEE NextEra Energy, Inc.
+1.14%
+$2,417.4 
SUI Sun Communities Inc.
+1.13%
+$3,049.68 
XLE Energy Select Sector SPDR Fund
+1.13%
+$10,386 
MRK Merck & Co., Inc.
+1.13%
+$19,696.85 
O Realty Income Corporation
+1.12%
+$4,648.76 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
+1%
+$19,952.02 
SCHH Schwab U.S. REIT ETF
+0.98%
+$4,535.74 
AVDV Avantis International Small Cap Value ETF
+0.97%
+$206,007.12 
DTE DTE Energy Company
+0.97%
+$4,651.24 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.94%
+$4,222.92 
AAPL Apple Inc.
+0.93%
+$92,497.43 
ATMP iPath Select MLP ETN
+0.92%
+$2,528.96 
CB Chubb Limited
+0.9%
+$3,845.2 
V Visa Inc. Class A
+0.9%
+$9,642.74 
TRV The Travelers Companies, Inc.
+0.87%
+$1,948.79 
LLY Eli Lilly and Company
+0.87%
+$6,218.2 
DFIC Dimensional International Core Equity Market ETF
+0.85%
+$223,575.36 
VNQ Vanguard Real Estate ETF
+0.82%
+$98,562 
EFV iShares MSCI EAFE Value ETF
+0.81%
+$13,790.75 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$3,655 
XOM Exxon Mobil Corporation
+0.79%
+$3,650.89 
WMT Walmart Inc.
+0.77%
+$2,167.62 
DIHP Dimensional International High Profitability Portfolio
+0.72%
+$77,040.25 
DFIS Dimensional International Small Cap ETF
+0.7%
+$261,850 
VGK Vanguard FTSE Europe ETF
+0.67%
+$70,679.38 
MS Morgan Stanley
+0.64%
+$2,173.82 
VYMI Vanguard International High Dividend Yield Index Fund
+0.6%
+$1,892.83 
EFA iShares MSCI EAFE ETF
+0.56%
+$5,037.88 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.56%
+$4,422 
WELL Welltower Inc.
+0.54%
+$2,474.64 
MA Mastercard Incorporated
+0.54%
+$3,342.9 
UDOW ProShares UltraPro Dow30
+0.52%
+$2,063.25 
FAST Fastenal Co.
+0.48%
+$1,315.68 
DOL WisdomTree International LargeCap Dividend Fund
+0.47%
+$1,836.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.47%
+$230,907.93 
ELCV Eventide High Dividend ETF
+0.47%
+$3,439.4 
DDM ProShares Ultra Dow30
+0.46%
+$3,774.23 
VTV Vanguard Value ETF
+0.43%
+$120,309.9 
TKO Tko Group Holdings Inc.
+0.4%
+$1,042.69 
ABBV AbbVie Inc.
+0.38%
+$2,256.65 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.36%
+$1,038.19 
IUSV iShares Core S&P U.S. Value ETF
+0.33%
+$771.75 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.33%
+$37,181.93 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.32%
+$22,287.35 
DFAT Dimensional US Targeted Value ETF
+0.32%
+$1,168.31 
CAT Caterpillar Inc.
+0.3%
+$996.78 
PLD Prologis Inc.
+0.3%
+$802.18 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.3%
+$2,352.89 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$5,661.47 
VIG Vanguard Dividend Appreciation ETF
+0.27%
+$6,134.02 
NVDA NVIDIA Corporation
+0.23%
+$10,731.42 
IWD iShares Russell 1000 Value ETF
+0.22%
+$532.38 
ZECP Zacks Earnings Consistent Portfolio
+0.22%
+$2,970.84 
XLI Industrial Select Sector SPDR Fund
+0.18%
+$432.19 
WWJD Inspire International ETF
+0.17%
+$860.99 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$5,578.16 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.12%
+$68,774.49 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$16,645.1 
IBD Inspire Corporate Bond ETF
+0.11%
+$1,520.78 
CTAS Cintas Corporation
+0.1%
+$368.94 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$15,460.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.1%
+$11,148.96 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$9,338.81 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$21,899.29 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$2,586.41 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$1,167.35 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$26,668.88 
SSXU Strategy Shares Day Hagan/Ned Davis Research Smart Sector ETF
+0.07%
+$566.95 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$2,477.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$13,688.5 
PRF Invesco FTSE RAFI US 1000 ETF
+0.06%
+$533.68 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.06%
+$39,810.33 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$5,285.98 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$246.25 
IAUM iShares Gold Trust Micro
+0.05%
+$103.36 
CLOI VanEck CLO ETF
+0.05%
+$235.95 
VEU Vanguard FTSE All-World ex-US ETF
+0.04%
+$5,378.31 
PHYS Sprott Physical Gold Trust
+0.03%
+$1,668.9 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$108.78 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$2,175.81 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$908.13 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,154.2 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$59.06 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
0%
+$10.19 
RZV Invesco S&P SmallCap 600 Pure Value ETF
0%
$0 OKE
OKE
0%
$0 2523
25239Y170
0%
$0 2523
25239Y196
0%
$0 
MSTR Strategy Inc.
-6.38%
-$48,819.3 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-6.11%
-$23,696.33 
TQQQ ProShares UltraPro QQQ
-4.05%
-$221,962.65 
INTC Intel Corporation
-3.98%
-$10,480.4 
ROM ProShares Ultra Technology ETF
-3.51%
-$22,420.8 
AMD Advanced Micro Devices, Inc.
-3.41%
-$8,545.35 
MU Micron Technology, Inc.
-3.34%
-$6,817.47 
QLD ProShares Ultra QQQ
-2.76%
-$205,606.5 
AVGO Broadcom Inc.
-2.55%
-$8,869.1 
TNA Direxion Daily Small Cap Bull 3X Shares
-2.31%
-$24,250.88 
NXTE AXS Green Alpha ETF
-2.24%
-$6,528.97 
META Meta Platforms Inc Class A
-2.17%
-$7,787.12 
AIQ Global X Artificial Intelligence & Technology ETF
-2.12%
-$7,243.34 
QTUM Defiance Quantum ETF
-1.93%
-$6,244.46 
EET ProShares Ultra MSCI Emerging Markets
-1.91%
-$9,232.83 
HCMT Direxion HCM Tactical Enhanced US ETF
-1.89%
-$791,742.09 
XLK State Street Technology Select Sector SPDR ETF
-1.8%
-$4,848.4 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.74%
-$10,775.04 
VBK Vanguard Small-Cap Growth ETF
-1.71%
-$9,755.24 
CSCO Cisco Systems, Inc.
-1.69%
-$5,083.38 
VGT Vanguard Information Technology ETF
-1.68%
-$48,026.84 
QQH HCM Defender 100 Index ETF
-1.6%
-$264,839.94 
SMH VanEck Semiconductor ETF
-1.58%
-$4,840.97 
MSFT Microsoft Corp.
-1.53%
-$48,734 
DE Deere & Company
-1.52%
-$13,077.87 
GOOGL Alphabet Inc
-1.38%
-$23,198.49 
CWB SPDR Bloomberg Convertible Securities ETF
-1.35%
-$95,142.68 
QQQ Invesco QQQ Trust, Series 1
-1.32%
-$21,661.08 
EOS Eaton Vance Enhanced Equity Income Fund II
-1.31%
-$3,327.22 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.24%
-$31,359.6 
GOOG Alphabet Inc
-1.24%
-$13,525.5 
UNH UnitedHealth Group Incorporated
-1.19%
-$6,786.16 
IBM International Business Machines Corporation
-1.11%
-$2,486.4 
UPRO ProShares UltraPro S&P500
-1.08%
-$14,743.35 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.06%
-$6,119.66 
EEM iShares MSCI Emerging Markets ETF
-1.04%
-$5,264.14 
VUG Vanguard Growth ETF
-0.99%
-$8,712.21 
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
-0.98%
-$5,016.72 
DFAE Dimensional Emerging Core Equity Market ETF
-0.94%
-$78,662.32 
IWC iShares Micro-Cap ETF
-0.94%
-$8,588.07 
TSLA Tesla, Inc.
-0.9%
-$5,205.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.9%
-$208,065.02 
VWO Vanguard FTSE Emerging Markets ETF
-0.81%
-$68,758.62 
XSMO Invesco S&P SmallCap Momentum ETF
-0.78%
-$2,331.2 
GOF Guggenheim Strategic Opportunities Fund
-0.76%
-$3,064.62 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.72%
-$2,421.2 
SSO ProShares Ultra S&P500
-0.72%
-$20,156.73 
VB Vanguard Small-Cap ETF
-0.72%
-$297,634.95 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.69%
-$49,475.37 
BIBL Inspire 100 ETF
-0.67%
-$5,006.16 
QCOM QUALCOMM Incorporated
-0.63%
-$1,358.25 
SECT Main Sector Rotation ETF
-0.61%
-$2,043.19 
DHR Danaher Corporation
-0.59%
-$1,563.17 
FDLS Inspire Fidelis Multi Factor ETF
-0.53%
-$4,529.36 
PBDC Putnam BDC Income ETF
-0.49%
-$2,664.37 
CLSE Convergence Long/Short Equity Fund
-0.48%
-$3,147.87 
LGH HCM Defender 500 Index ETF
-0.47%
-$73,728.9 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.46%
-$17,248.65 
SPBU AllianzIM Buffered 15 Uncapped Allocation ETF
-0.45%
-$2,868.74 
BIZD VanEck BDC Income ETF
-0.45%
-$2,445.63 
AMZN Amazon.com Inc
-0.45%
-$16,508.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$132,856.01 
DFAS Dimensional U.S. Small Cap ETF
-0.37%
-$43,354.71 
SPY SPDR S&P 500 ETF Trust
-0.37%
-$3,246.13 
VOO Vanguard S&P 500 ETF
-0.35%
-$181,035.45 
IVV iShares Core S&P 500 ETF
-0.35%
-$17,595.97 
DFAU Dimensional US Core Equity Market ETF
-0.34%
-$807.84 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
-0.34%
-$8,279.82 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.3%
-$9,050.78 
VT Vanguard Total World Stock ETF
-0.26%
-$4,140.45 
SPYI NEOS S&P 500 High Income ETF
-0.25%
-$2,427.03 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.23%
-$285,498.04 
UPS United Parcel Service, Inc.
-0.23%
-$1,261.92 
SVOL Simplify Volatility Premium ETF
-0.21%
-$1,677.13 
SLV iShares Silver Trust
-0.19%
-$3,652.3 
PSLV Sprott Physical Silver Trust
-0.11%
-$2,817.98 
CRS Carpenter Technology Corporation
-0.09%
-$210.35 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.08%
-$3,053.55 
TPSC Timothy Plan US Small Cap Core ETF
-0.08%
-$609.11 
MPC Marathon Petroleum Corporation
-0.07%
-$735.06 
BNDX Vanguard Total International Bond ETF
-0.04%
-$14,095.84 
IAU iShares Gold Trust
-0.04%
-$1,463.22 
MUB iShares National Muni Bond ETF
-0.03%
-$164.4 
GLD SPDR Gold Shares
-0.03%
-$1,112.29 
VPL Vanguard FTSE Pacific ETF
-0.01%
-$1,553.57 
WTMF WisdomTree Managed Futures Strategy Fund
-0.01%
-$37.59 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$32.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1172 | Longs Won 798/1172 68% | Profit Factor 9.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $446,200.03 |
| Average Win $165,400.46 | Best Trade (Oct 15) $8.35M | Sharpe Ratio -11.79 |
| Average Loss -$39,030.05 | Worst Trade (Oct 15) -$1.07M | Z-Score 8.89 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $100,164.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y170 | 301,098 | $11.28M | $11.28M | - | - | - | 0.0 |
| 2523 25239Y196 | 671,854 | $28.16M | $28.16M | - | - | - | 0.0 |
| AAPL Apple Inc. | 29,179 | $7M | $10.07M | - | $3.07M | 43.81% | +0.927% |
| ABBV AbbVie Inc. | 2,109 | $487,282.95 | $599,947.23 | - | $112,664.28 | 23.12% | +0.378% |
| ACN Accenture plc Class A | 1,156 | $211,976 | $263,221.2 | - | $51,245.2 | 24.18% | +1.236% |
| AGG iShares Core U.S. Aggregate Bond ETF | 380,984 | $37.9M | $36.38M | - | -$1.52M | -4.01% | +0.073% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,326 | $270,385.83 | $334,099.98 | - | $63,714.15 | 23.56% | -2.122% |
| ALL Allstate Corporation | 1,648 | $341,979.11 | $401,864.8 | - | $59,885.69 | 17.51% | +1.774% |
| AMD Advanced Micro Devices, Inc. | 446 | $262,167.33 | $242,209.22 | - | -$19,958.11 | -7.61% | -3.408% |
| AMZN Amazon.com Inc | 14,481 | $3.25M | $3.67M | - | $418,263.39 | 12.85% | -0.447% |
| ATMP iPath Select MLP ETN | 7,903 | $227,567 | $276,367.91 | - | $48,800.91 | 21.44% | +0.924% |
| AVDV Avantis International Small Cap Value ETF | 197,136 | $17.48M | $21.36M | - | $3.88M | 22.21% | +0.974% |
| AVGO Broadcom Inc. | 1,009 | $347,264.82 | $338,559.86 | - | -$8,704.96 | -2.51% | -2.553% |
| BIBL Inspire 100 ETF | 13,906 | $803,821.61 | $740,355.44 | - | -$63,466.17 | -7.9% | -0.672% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 57,710 | $5.29M | $5.28M | - | -$5,044.37 | -0.1% | +0.022% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 884,674 | $67.24M | $65.1M | - | -$2.14M | -3.19% | +0.061% |
| BIZD VanEck BDC Income ETF | 44,466 | $623,662.47 | $541,373.55 | - | -$82,288.92 | -13.19% | -0.45% |
| BND Vanguard Total Bond Market Index Fund | 143,674 | $10.55M | $10.18M | - | -$370,747.56 | -3.51% | +0.092% |
| BNDX Vanguard Total International Bond ETF | 704,792 | $34.32M | $33.26M | - | -$1.06M | -3.08% | -0.042% |
| BRK-B Berkshire Hathaway Inc. | 860 | $412,768.69 | $455,739.8 | - | $42,971.11 | 10.41% | +0.808% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Discipline Wealth Solutions LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $4.32M, Dimensional US High Profitability ETF - $3.41M, Vanguard Total International Bond ETF - $2.22M, Dimensional US Small Cap Value ETF - $1.99M, and ProShares Ultra QQQ - $1.86M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Direxion Daily TSLA Bull 2X Shares - $338,556.38, iShares Bitcoin Trust - $250,431.44, Accenture plc Class A - $141,817.49, Corning Incorporated - $90,135.45, and Oracle Corporation - $76,818.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Discipline Wealth Solutions LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.71M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $4.32M, Vanguard Total International Bond ETF - $2.22M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $1.65M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.29M, and Dimensional U.S. Core Equity 2 ETF - $1.27M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Discipline Wealth Solutions LLC's monthly returns?
Discipline Wealth Solutions LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Discipline Wealth Solutions LLC's strategy be considered aggressive or moderate?
Discipline Wealth Solutions LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Discipline Wealth Solutions LLC's strategy?
Discipline Wealth Solutions LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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